Purchases and Sales Made in Q1 2025 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
189KNew |
$18.1M - $18.8M
|
189K
$18.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
185K+ 1.11% |
$17.7M - $18.4M
|
16.9M
$1.65B
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
184K+ 12.56% |
$17.7M - $18.3M
|
1.65M
$162M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
183K+ 69.86% |
$17.6M - $18.2M
|
446K
$43.7M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
174K+ 86.54% |
$16.7M - $17.3M
|
376K
$36.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
174KNew |
$16.7M - $17.3M
|
174K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
174K+ 5166.11% |
$16.6M - $17.2M
|
177K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
172K+ 31.29% |
$16.5M - $17M
|
720K
$70.7M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
169KNew |
$16.2M - $16.7M
|
169K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
146K+ 20.53% |
$14M - $14.5M
|
859K
$84.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
143K+ 905.93% |
$13.7M - $14.2M
|
159K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
143K+ 764.14% |
$13.7M - $14.2M
|
161K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
142K+ 128.33% |
$13.6M - $14.1M
|
253K
$24.9M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
142KNew |
$13.6M - $14.1M
|
142K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
141K+ 199.22% |
$13.5M - $14M
|
211K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
139K+ 136.26% |
$13.3M - $13.8M
|
241K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
137K+ 5.61% |
$13.1M - $13.6M
|
2.57M
$252M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
134K+ 12.3% |
$12.9M - $13.3M
|
1.23M
$120M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
134K+ 121.66% |
$12.8M - $13.3M
|
244K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
130KNew |
$12.4M - $12.9M
|
130K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
117K+ 47.31% |
$11.2M - $11.6M
|
365K
$35.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115K+ 1.3% |
$11M - $11.4M
|
8.94M
$877M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
113K+ 352.42% |
$10.8M - $11.2M
|
145K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
108K+ 37.62% |
$10.4M - $10.7M
|
395K
$38.8M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
107K+ 5.36% |
$10.2M - $10.6M
|
2.1M
$206M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
105KNew |
$10.1M - $10.4M
|
105K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
103K+ 16.8% |
$9.84M - $10.2M
|
713K
$70M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
101K+ 132.36% |
$9.66M - $10M
|
177K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
100K+ 20.73% |
$9.6M - $9.94M
|
583K
$57.2M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
94.6K+ 43.24% |
$9.06M - $9.39M
|
313K
$30.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
90.7K+ 21.52% |
$8.69M - $9M
|
512K
$50.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
90K+ 22.29% |
$8.63M - $8.94M
|
494K
$48.5M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
89.9K+ 0.67% |
$8.62M - $8.93M
|
13.4M
$1.32B
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
89.4K+ 27.46% |
$8.57M - $8.88M
|
415K
$40.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
89.2K+ 387.91% |
$8.55M - $8.85M
|
112K
$11M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
89K+ 47.47% |
$8.53M - $8.84M
|
277K
$27.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
86.7KNew |
$8.31M - $8.61M
|
86.7K
$8.51M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
86K+ 29.71% |
$8.25M - $8.54M
|
376K
$36.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
85.6K+ 9.33% |
$8.21M - $8.5M
|
1M
$98.4M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
85.1K+ 8.12% |
$8.15M - $8.44M
|
1.13M
$111M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
82.5K+ 4.93% |
$7.91M - $8.19M
|
1.76M
$172M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
81.4K+ 10.62% |
$7.8M - $8.07M
|
847K
$83.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
81.1K+ 273.28% |
$7.77M - $8.05M
|
111K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
80.3K+ 96.08% |
$7.69M - $7.97M
|
164K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
79.6K+ 49.07% |
$7.63M - $7.9M
|
242K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
79.5K+ 187.02% |
$7.62M - $7.89M
|
122K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
78.6KNew |
$7.54M - $7.8M
|
78.6K
$7.71M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.9K+ 0.14% |
$7.37M - $7.64M
|
53.9M
$5.29B
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
75.7K+ 13.13% |
$7.26M - $7.52M
|
653K
$64M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
75.3K+ 13.25% |
$7.22M - $7.48M
|
644K
$63.1M
|